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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,068 | $183,516-86.9% | $155,534-84.5% | $145,884-83.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.34% | 61.43%-40.1pp | 64.92%-43.6pp | 551.85%-530.5pp |
| Employer contribution / active EE | $2,348 | $5,315-55.8% | $4,675-49.8% | $4,662-49.6% |
| Participant deferral / active EE | $4,089 | $6,467-36.8% | $5,630-27.4% | $6,690-38.9% |
| Admin fee / account holder | $40 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |